​Client Testimonials:
Trusted Partnerships, Proven Results
Hear Directly from Our Clients About the Transformative Impact of Lumari Capital’s M&A Advisory
When we decided to sell our company, it wasn’t a decision we made lightly. We engaged in early exploratory conversations with multiple M&A advisory teams, followed by rigorous interviews and several presentation rounds. Throughout this process, Terry and his team consistently stood out—not only as a highly successful team of professionals who could meet our goals but also as people we genuinely trusted and liked.
We sought an advisory team that understood our financials, our core business advantages, and how those strengths would create strategic value for an acquirer. Equally important was finding a partner that would be as committed as we were to securing the right cultural fit for our 400+ employees. Our people were our greatest asset, and the culture we built was an integral part of their success, and ours. It was critical to us that any transition would ensure equal or greater opportunities for our team to grow, learn, and ultimately thrive. Terry and his team didn’t just understand this—they made it a priority.
Partnering with the Lumari principals was one of the best decisions we made. They helped us evaluate a range of potential acquirers, each offering unique value propositions and opportunities. They brought some of the most sought-after companies to the table and delivered multiple compelling options, ultimately leading to an outcome that exceeded our expectations.
The transaction process is inherently complex, stressful, and at times, overwhelming. At every stage, Terry and his team demonstrated exceptional leadership, skillfully navigating the diverse perspectives of our ownership group, board members, executive team, and potential acquirers. Whether resolving disagreements, negotiating terms, or guiding us through tough decisions, their ability to align stakeholders and drive consensus was invaluable. They were available 24/7, providing unwavering support and expertise.
More than just advisors, they became an extension of our leadership—trusted representatives who negotiated tirelessly on our behalf. Their relentless dedication led not only to a fantastic outcome for our company but also to one of the most successful transactions in recent years for our strategic partner. I would enthusiastically recommend the Lumari team to anyone looking for an M&A advisor they can trust to deliver outstanding results while truly understanding what matters most to their clients.
Mike Kichline
Co-Founder, Yesler and Managing Director, Accenture
I highly recommend Terry Kavanaugh and Rahul Malpani from Lumari Capital for their exceptional work as our advisers during our recent M&A transaction. Their expertise and professionalism were key to the successful completion of the deal. Terry and Rahul's real-life experience in the technology domain, specifically with Salesforce SI's, was invaluable. Our team and every single potential buyer raved about the quality of their Information Memorandum and presentation materials. They spent time coaching us on how to present ourselves optimally, we ended up with multiple offers that perfectly aligned with our needs including the perfect culture fit.
Their attention to detail during the negotiation and eventual transaction was stellar. I would recommend them for any role requiring exceptional financial acumen and strategic insight.
Anne Marie Berger
Cofounder, ForeFront (a Salesforce Platinum partner)
Worrell Design engaged Terry and Rahul to help explore sale options for a second generation design and innovation focused consultancy that had a recognized brand and legacy. They came with deep knowledge on the field of buyers, and walked us through the M&A process efficiently. At each step we built trust in them as they helped us make high impact decisions for our clients, our team, and the family. After receiving numerous offers, and zeroing in on one highly motivated buyer, Terry told me that if the situation didn’t feel right not to worry about walking away. It was clear they were focused and cared about getting the right deal for us, not just any deal.
We completed a transaction that we were very pleased with. Terry proved himself to be a skilled negotiator with great instincts and Rahul brought technical rigor to the complex process of selling a multinational business. We made the right decision to work with Terry and Rahul and would do it all over again.
Kai Worrell
CEO, Worrell, Inc.
We chose to work with the team after two failed attempts to sell our company with other bankers and were successful in partnering with our preferred partner of choice. The key difference being that the Terry and Rahul understood the Guidewire ecosystem and had deep relationships with buyers, including Accenture. They used this knowledge to properly position our brand, which led to over 10 offers. They were present every step of the selling process to help guide us through buyer meetings, offer analysis/selection, negotiations with our chosen partner and closing. We would HIGHLY recommend the Lumari Capital team for your exit strategy.
Victor Voss
Co-Founder & Partner, Blackcomb Consultants
Navigating the complexities of a potential strategic partnership, particularly in the aftermath of a global pandemic, required extraordinary patience, guidance, and trust. Terry and his team provided all of this and more. They expertly led our executive and finance teams through the process, skillfully managing multiple suitors and ensuring we were fully prepared when the ideal partner emerged.
The team’s excellent understanding of the marketplace and in particular, the unique dynamics of a pharma services business, helped lay the foundation for a very successful integration. Nearly 2 years into our partnership, we continue to agree Terry and team hand picked the best partner for us. We hope to have an opportunity to collaborate with the Lumari team again on future pharma services transactions!
Sarah McNulty
President, The Kinetix Group Powered by Petauri